Two-way sync
Changes in Servicemax or Stripe instantly reflect in both systems. No stale data, no manual imports.
Keep Servicemax and Stripe in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
Stripe holds the financial truth: who the customers are, what they were billed, what they paid. Servicemax is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.
Stacksync keeps Disputes, Payouts, Balance Transactions, Events in Stripe and Cases, Products, Work Orders, Work Details in Servicemax in sync, bi-directionally and in real time. Whatever records Servicemax keeps and whatever events it produces, the overlap with Stripe is mapped field by field, and a change on either side shows up on the other within seconds.
There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.
A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
Front-line teams see invoice and payment status from Stripe next to the customer they are helping, without logging into the finance system.
Payment and charge activity flows into Stripe as it happens, so the books reflect reality without manual reconciliation.
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Servicemax objects | Stripe objects | How this pairing syncs | |
|---|---|---|---|
| Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Products Catalog entries kept aligned with internal product databases. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Events The change log; each state change is an Event retrievable via the API. | Accounts is specific to Servicemax and Events to Stripe — each maps to any object or custom field on the other side. | |
| Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Customers The billing identity most teams match against CRM accounts and contacts. | Contacts is specific to Servicemax and Customers to Stripe — each maps to any object or custom field on the other side. | |
| Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | PaymentIntents The lifecycle record of a payment attempt, from creation to success or failure. | Cases is specific to Servicemax and PaymentIntents to Stripe — each maps to any object or custom field on the other side. | |
| Work Orders SVMXC__Service_Order__c; the core field-service job record for install, repair, and maintenance; synced two-way with databases and pushed to ERPs at close. | Charges Individual captured payments underlying intents, used in reconciliation. | Work Orders is specific to Servicemax and Charges to Stripe — each maps to any object or custom field on the other side. | |
| Work Details SVMXC__Service_Order_Line__c; line items on a Work Order for labor, parts used, and expenses; read out for billing or written back with usage. | Invoices Billing documents with line items, synced to ERPs and accounting systems. | Work Details is specific to Servicemax and Invoices to Stripe — each maps to any object or custom field on the other side. |
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.
DeliveryEach detected change is written to Stripe through its API, with automatic retries and rate-limit backoff.
DetectionStripe notifies Stacksync of record changes through webhook events. Webhooks backed by the Events API.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Servicemax–Stripe connection.
Changes in Servicemax or Stripe instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Servicemax or Stripe data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Servicemax or Stripe record.
Track your Servicemax ⇄ Stripe sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Servicemax and Stripe.
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
Authenticate Servicemax and Stripe with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Servicemax and Stripe objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Servicemax and Stripe: authenticate both systems, choose the objects to sync (such as Servicemax's Products and Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
Common patterns for Servicemax and Stripe: Where Servicemax tracks people or companies: one identity; Where Servicemax handles customer conversations: billing context in view; Where Servicemax collects payments or triggers charges: events land in Stripe. A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
Servicemax: Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform). Authentication: Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects. Stripe: REST API. Authentication: API keys (secret and restricted keys); OAuth 2.0 for Stripe Connect platforms. Stacksync manages authentication, retries, and rate limits on both sides.
Stripe: API versions are date-stamped and pinned per account, so response shapes stay stable until the account upgrades. Servicemax: Change Data Capture and Platform Events give near-real-time change feeds but must be enabled per object, and managed-package objects may need the vendor to expose them. Stacksync's field mapping accounts for these differences between Servicemax and Stripe without custom code.
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Servicemax and Stripe records are not retained after a sync operation.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Servicemax and Stripe connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Servicemax–Stripe integration in-house.
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 513 integrations available for Servicemax and Stripe.